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Jennifer Greene

GUNDERSON CAPITAL MANAGEMENT·MOUNT PLEASANT, South Carolina
Unclaimed Profile
2072 WILLBROOK LANE, MOUNT PLEASANT, SC 29466CRD# 7625947Firm CRD# 140795
01

About

Jennifer Greene is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with GUNDERSON CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GUNDERSON CAPITAL MANAGEMENT
GUNDERSON CAPITAL MANAGEMENT
AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GUNDERSON CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 7625947
Firm CRD# 140795
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Greene offer?
Jennifer Greene specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are Jennifer Greene's credentials?
Jennifer Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Greene located?
Jennifer Greene is based in MOUNT PLEASANT, South Carolina, working with GUNDERSON CAPITAL MANAGEMENT. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.
How does Jennifer Greene charge for services?
Jennifer Greene's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUNDERSON CAPITAL MANAGEMENT?
GUNDERSON CAPITAL MANAGEMENT has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOUNT PLEASANT
Samuel Wayne Gamble — SAOS CAPITAL, LLCWilliam Fred Gunderson — GUNDERSON CAPITAL MANAGEMENTKyra Hollowell Morris — MORRIS FINANCIAL CONCEPTS, INC.Robert Stanley Morris — MORRIS FINANCIAL CONCEPTS, INC.William Randolph Avant — SAOS CAPITAL, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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